Required fields in quotes and orders

This topic lists the fields that must be populated when inserting or updating data in quotes and orders.

Line item type

Fields required for
insert operations

Fields required for
update operations

Simple

  • orderquoteid
  • opportunityid
  • lineitemtype
    Can take one of these values:
    • i. Simple.
    • f. Free text.
    • c. Comment.
  • productid
  • uomid
  • quantity
  • quotedprice
  • quantity
  • quotedprice
  • uomid

Free text

  • orderquoteid
  • opportunityid
  • lineitemtype
    Can take one of these values:
    • i. Simple.
    • f. Free text.
    • c. Comment.
  • description
  • quantity
  • quotedprice
  • description
  • quantity

Comment

  • orderquoteid
  • opportunityid
  • lineitemtype
    Can take one of these values:
    • i. Simple.
    • f. Free text.
    • c. Comment.
  • description
  • description

The following fields cannot be updated by the user:

  • linetype
  • orderquoteid

The following fields are populated automatically by Sage CRM and cannot be changed by the user:

  • quotedpricetotal
  • listprice
  • discount
  • discountsum